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Time to Take Stock Brochure - Franklin Templeton Investments
Time to Take Stock Brochure - Franklin Templeton Investments

... All investments involve risk, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Investing in dividend-paying stocks involves risks. Companies ...
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Investment treaties: the emerging crisis
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... Fourth, the treaties prohibit expropriation of the investments. The definition of ‘expropriation’ is very broad; it includes direct expropriation such as takeovers of property but also indirect expropriation including ‘regulatory takings’, or the implementation of new policy measures that affect the ...
Merk Investments
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... business costs and increase productivity, weighting the IT portfolio with transactional investments more heavily than the 13% average makes sense (see the March 2003 briefing for benchmarks by industry). We estimate transactional investments have solid returns of 25–40% per dollar. Investments in th ...
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... It is a natural concern for any investor allocating capital in art to consider its relative illiquidity when compared to most other traditional financial vehicles. However, art’s qualities as an investable asset overcome any liquidity matters because of overall long-term benefits in an investment po ...
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Oversight Policy for Deferred Compensation

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DFS-J3-1541 rev0413(Investment Policy).
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... Morningstar Rating –The Morningstar Rating for mutual funds, commonly called the star rating, is a measure, published by Morningstar Inc., of a fund's risk-adjusted return, relative to other mutual funds in its category. Funds are rated from one to five stars, with the best performers receiving five ...
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Hedge Fund Vs Mutual Funds

... Hedge funds are like mutual funds in some ways. Investment professionals in a hedge fund pool in money from investors to be managed - exactly like the mutual funds do. And, subject to some minor restrictions, investors in hedge funds can withdraw their money as they can in a mutual fund. Nothing els ...
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Investment management

Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).The term asset management is often used to refer to the investment management of collective investments, while the more generic fund management may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of so-called ""private banking"".The provision of investment management services includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Coming under the remit of financial services many of the world's largest companies are at least in part investment managers and employ millions of staff.Fund manager (or investment advisor in the United States) refers to both a firm that provides investment management services and an individual who directs fund management decisions.According to a Boston Consulting Group study, the assets managed professionally for fees reached an all-time high of US$62.4 trillion in 2012, after remaining flat-lined since 2007. Furthermore, these industry assets under management were expected to reach US$70.2 trillion at the end of 2013 as per a Cerulli Associates estimate.The global investment management industry is highly concentrated in nature, in a universe of about 70,000 funds roughly 99.7% of the US fund flows in 2012 went into just 185 funds. Additionally, a majority of fund managers report that more than 50% of their inflows go to just three funds.
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